Rosenberg Matthew Hamilton

Position in DUK — Duke Energy CORP

CIK 1812103 GRAND JUNCTION, CO

Position in DUK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$392,398

+$40,694 QoQ

Shares Held

3,100

+15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,632

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. DUK ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,654	$445,434
2	DUK	Duke Energy CORP This page	3,100	$392,398
3	NEE	Nextera Energy Inc	3,942	$345,989
4	PEG	Public Service Enterprise Group Inc	3,715	$301,509
5	XEL	Xcel Energy Inc	3,427	$275,188
6	D	Dominion Energy, Inc	3,208	$219,074
7	EXC	Exelon Corp	4,580	$213,519
8	AEP	American Electric Power Co Inc	1,470	$201,110

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,398	3,100	+15.4%	Shares	Sole	2026-07-17
2026-03-31	$351,704	2,686	-2.9%	Shares	Sole	2026-04-07
2025-12-31	$324,202	2,766	-9.0%	Shares	Sole	2026-01-05
2025-09-30	$376,200	3,040	0.0%	Shares	Sole	2025-11-10
2025-06-30	$358,720	3,040	+13.3%	Shares	Sole	2025-07-28
2025-03-31	$327,123	2,682	-0.1%	Shares	Sole	2025-04-28
2024-12-31	$289,281	2,685	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$308,081	2,672	+5.6%	Shares	Sole	2024-10-28
2024-06-30	$253,581	2,530	-10.4%	Shares	Sole	2024-07-26
2024-03-31	$273,109	2,824	-6.7%	Shares	Sole	2024-04-22
2023-12-31	$293,837	3,028	-7.6%	Shares	Sole	2024-01-16
2023-09-30	$289,139	3,276	-2.9%	Shares	Sole	2023-10-11
2023-06-30	$302,693	3,373	-10.0%	Shares	Sole	2023-07-26
2023-03-31	$361,376	3,746	-6.7%	Shares	Sole	2023-04-17
2022-12-31	$413,298	4,013	+1.3%	Shares	Sole	2023-01-19
2022-09-30	$368,545	3,962	+0.1%	Shares	Sole	2022-10-21
2022-06-30	$424,551	3,960	+2.9%	Shares	Sole	2022-07-15
2022-03-31	$429,779	3,849	+20.2%	Shares	Sole	2022-04-14
2021-12-31	$335,889	3,202	-2.7%	Shares	Sole	2022-01-20
2021-09-30	$321,168	3,291	+0.0%	Shares	Sole	2021-10-12
2021-06-30	$324,788	3,290	+3.9%	Shares	Sole	2021-07-26
2021-03-31	$305,613	3,166	+3.8%	Shares	Sole	2021-04-30
2020-12-31	$279,349	3,051	+0.2%	Shares	Sole	2021-02-03
2020-09-30	$269,576	3,044	-1.2%	Shares	Sole	2020-10-16
2020-06-30	$246,220	3,082	+48.3%	Shares	Sole	2020-08-04
2020-03-31	$168,068	2,078	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.